🚀 Salesforce CPQ Training: Master the Quote-to-Cash Workflow
Salesforce CPQ (Configure, Price, Quote) is a powerful sales tool that ensures reps sell the right product combinations, control pricing, and generate professional quotes instantly. This course bridges the gap between sales operations and technical implementation.
Program Fast-Facts
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Total Training: 25 Hours of high-quality, instructor-led content.
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Practical Learning: 2 Real-world projects and 18 hands-on assignments.
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Engagement: Over 3,000+ learners with a 4.8/5 star rating.
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Weekend Special: Limited-time offer with up to 70% Off.
🛠️ Detailed Course Curriculum
The training is structured to take you from foundational setup to advanced automation logic.
Core Learning Pillars:
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Salesforce CPQ Overview: Understanding the core architecture and package configuration.
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Product Configuration: Setting up bundles, features, and options to prevent incompatible sales.
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Product Rules: Implementing Alert, Selection, and Validation rules to guide sales reps.
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Pricing Methods: Mastering block pricing, list pricing, percent-of-total, and cost-plus-markup.
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Quote Templates: Designing professional, branded documents for customers.
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Advanced Features: Exploring Custom Actions, Pricing Pillars, and Contracting.
🌟 Why Choose This Training?
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Certification Focused: The curriculum is specifically mapped to the Salesforce CPQ Specialist exam objectives.
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Real-Life Case Studies: Learn via actual business scenarios provided by industry-expert trainers.
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24/7 Support & Lifetime Access: Get continuous help with assignments and keep access to all recorded sessions forever.
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Job Assistance: OnlineITGuru provides resume building and shares your profile with their network of 200+ global partner companies.
📈 Career Path & Audience
This course is ideal for:
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Salesforce Administrators looking to specialize in a high-demand niche.
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Sales Operations Managers wanting to streamline quoting processes.
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Consultants aiming to implement CPQ solutions for enterprise clients.
Prerequisites: A basic understanding of Salesforce navigation and the “Sales Cloud” (Accounts, Opportunities, Products) is recommended but not mandatory, as the course covers these foundations.
❓ Frequently Asked Questions
How long does it take to get certified? Most students clear their certification within 2 months of completing the training and projects.
What is the “Free Self-Paced Course” offer? When you enroll in the Live Online training, you get a complementary self-paced course of your choice, allowing you to learn two technologies simultaneously.
Are there flexible batch timings? Yes. You can choose from Weekday (morning or evening) and Weekend batches to fit your current work schedule.
🎯 Next Steps for Your Career
Ready to become a Salesforce CPQ Specialist?
Curriculum
- 8 Sections
- 0 Lessons
- 25 Hours
- Module 1: Introduction to Salesforce CPQThis module introduces Salesforce CPQ (Configure, Price, Quote), Revenue Cloud concepts, product configuration, pricing models, quoting processes, and the role of CPQ in streamlining sales operations. Students will gain a strong understanding of the quote-to-cash lifecycle and CPQ architecture.0
- Module 2: Product Catalog and Configuration ManagementStudents will learn product creation, product bundles, product options, configuration attributes, feature management, option constraints, and product rules. The module focuses on designing flexible and scalable product catalogs for complex sales scenarios.0
- Module 3: Pricing and Discounting StrategiesThis module covers pricing methods, price books, cost-based pricing, block pricing, subscription pricing, discount schedules, partner discounts, approval processes, and pricing automation. Students will learn how to implement dynamic pricing models within Salesforce CPQ.0
- Module 4: Quote and Proposal ManagementStudents will explore quote creation, quote line management, quote templates, document generation, proposal creation, approvals, amendments, renewals, and contract lifecycle management. The module focuses on building professional sales proposals and managing customer quotes efficiently.0
- Module 5: Advanced CPQ Automation and Product RulesThis module introduces validation rules, selection rules, alert rules, price rules, lookup queries, configuration rules, guided selling, and automation techniques. Students will learn how to automate complex sales processes and improve quote accuracy.0
- Module 6: Contracting, Subscription Management, and RenewalsStudents will learn contract generation, subscription products, asset conversion, contract amendments, renewals, co-termination, and recurring revenue management. The module focuses on managing long-term customer relationships and subscription-based businesses.0
- Module 7: Salesforce CPQ Integration and Real-World ProjectsThis module covers CPQ integration with Salesforce CRM, Billing, ERP systems, payment platforms, and external applications. Students will work on real-world CPQ implementation projects involving product configuration, pricing automation, quoting workflows, and revenue management processes.0
- Module 8: Certification and Career PreparationThe final module focuses on Salesforce CPQ Specialist certification preparation, interview questions, implementation scenarios, troubleshooting techniques, resume building, project discussions, and career guidance. Students will be prepared for roles such as Salesforce CPQ Consultant, CPQ Developer, Revenue Cloud Consultant, Salesforce Functional Consultant, and Solution Architect.0
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